Marketing agencies that can't run their own CRM
shouldn't be running their clients' either.
You sell CRM and marketing systems to clients all day. Your own pipeline is a mess of DMs, email threads, and proposals that went cold because nobody followed up. We fix the cobbler's shoes.
Agencies are the worst at
managing their own leads.
You know exactly what a good CRM setup looks like. You sell it to clients. But your own new business pipeline is a Google Sheet, a folder of PDF proposals, and a Slack thread where deals go to die. The referral came in three weeks ago and nobody followed up because everyone assumed someone else was handling it.
Then there's the client management side. Retainers up for renewal, project deliverables getting missed, client communication scattered across email and project tools - all of it is ops debt that grows quietly until a client churns and you're scrambling to figure out why.
Your clients pay you to be the expert.
You owe it to them to actually run your own operations like one.
We build agency new business pipelines, retainer renewal automation, and client health tracking so your internal operations match the quality of work you deliver to clients.
What we build for
marketing agencies.
Agency CRM is two-sided: your own new business pipeline and the CRM consulting you offer clients. We help with both.
Inbound lead routing, proposal stage tracking, automated follow-up sequences, and close probability reporting. Your own new business pipeline running the way you'd build it for a client.
Learn more →Automated renewal reminders, client satisfaction check-ins, and at-risk flags when engagement signals drop. Retain more clients with less manual account management.
Learn more →We partner with agencies to deliver CRM setup and optimization to their clients. White-label or as a named partner - we handle the CRM work while you focus on what you do best.
Learn more →Agencies are the worst at running their own sales process.
We fix that.
You help clients close more revenue. Your own new business pipeline is a mess of spreadsheets and mental notes. We build the system that makes your agency run like the expert operation you tell clients you are.
New business pipeline audit
We look at how you're currently tracking prospects, proposals, and follow-up. We find where deals are sitting too long, where follow-up stops, and what your team is doing manually that a CRM should handle.
Build for agency sales cycles
Prospect nurture sequences, proposal tracking with automated follow-up, closed-deal onboarding workflows, and retainer renewal reminders. All configured around the long relationship-driven sales cycle agencies run.
You close more of what you pitch
Prospects don't get forgotten after a proposal. Follow-up happens at day 3, day 7, and day 14 automatically. You see which opportunities are warm and which have gone cold. Before it's too late to re-engage.
62% of agency prospects make a vendor decision within 1 week of receiving a proposal. Most agencies follow up once. If at all. And wonder why close rates are low.
What agency operations look like
before and after Pear.
New business pipeline, client retention, and delivery. All in one system.
Questions from
marketing agencies owners.
"Pear built us a new business pipeline that actually tracks proposals and follows up automatically. Our inbound referral close rate went up noticeably."
Run your agency like you'd run your best client's business.
Book a free assessment. We'll look at your current new business pipeline and tell you exactly where the revenue is leaking.
Book a Free CRM Assessment